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Advisor at VAN CLEMENS WEALTH MANAGEMENT, LLC
Bellevue, NE | MINNEAPOLIS, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VAN CLEMENS WEALTH MANAGEMENT, LLC | Independent wealth | Feb 18, 2025 | n/a | yes | Bellevue, NE|MINNEAPOLIS, MN | Current employment |
| BEYOND TANGIBLE WEALTH | n/a | Jan 4, 2022 | Apr 15, 2025 | no | BENNET, NE|Bellevue, NE | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 21, 2021 | Dec 22, 2021 | no | OVERLAND PARK, KS | Previous registration |
| WADDELL & REED | Former SEC adviser | Sep 1, 2017 | Jul 21, 2021 | no | SAVAGE, MN|OMAHA, NE|OVERLAND PARK, KS|Bellevue, NE | Previous registration |
| DYNAMIC WEALTH STRATEGIES, LLC | n/a | Feb 4, 2013 | Dec 31, 2013 | no | DAKOTA DUNES, SD | Previous registration |
| SUNSET FINANCIAL SERVICES, INC. | Former SEC adviser | Jun 27, 2000 | Jul 1, 2005 | no | OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BEYOND TANGIBLE WEALTH | VAN CLEMENS WEALTH MANAGEMENT, LLC | Apr 15, 2025 | Feb 18, 2025 | -56 | Firm change after gap | Other |
| LPL FINANCIAL LLC | BEYOND TANGIBLE WEALTH | Dec 22, 2021 | Jan 4, 2022 | 13 | Firm change | Other |
| WADDELL & REED | LPL FINANCIAL LLC | Jul 21, 2021 | Jul 21, 2021 | 0 | Bulk transfer | Ibd to ibd |
| DYNAMIC WEALTH STRATEGIES, LLC | WADDELL & REED | Dec 31, 2013 | Sep 1, 2017 | 1,340 | Firm change after gap | Other |
| SUNSET FINANCIAL SERVICES, INC. | DYNAMIC WEALTH STRATEGIES, LLC | Jul 1, 2005 | Feb 4, 2013 | 2,775 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 314065:297362:NE:2025-04-15 | Apr 15, 2025 | Feb 18, 2025 | BENNET, NE | Firm change after gap |